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NESGX vs VSMAX
NESGX vs VSMAX Comparison
Open Charts NESGX vs VSMAX
Needham Small Cap Growth Retail
Price$19.80
Change+$0.12 (+0.61%)
VolumeN/A
Net Assets148.35M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
NESGX vs VSMAX Comparison Chart in %
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NESGX vs. VSMAX commentary
Sep 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NESGX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. NESGX (148M). VSMAX pays higher dividends than NESGX: VSMAX (1.31) vs NESGX (0.00). NESGX was incepted earlier than VSMAX: NESGX (23 years) vs VSMAX (25 years). NESGX (1.86) is less costly to investors than VSMAX (0.05). NESGX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (13.00). NESGX has a lower initial minimum investment than VSMAX: NESGX (2000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.03 vs. NESGX (7.26). VSMAX return over 5 years is better than : 71.73 vs. NESGX (-8.08).
| NESGX | VSMAX | NESGX / VSMAX | |
| Total Expense Ratio | 1.79 | 0.05 | 3,580% |
| Annual Report Gross Expense Ratio | 1.86 | 0.05 | 3,720% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 7.201 | 6.240 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 7.26 | 8.03 | 90% |
| Returns for 3 years | 33.96 | 50.82 | 67% |
| Returns for 5 years | -8.08 | 71.73 | -11% |
| Returns for 10 years | 69.23 | 148.94 | 46% |
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